Portfolio

Proof of Performance.

A sample of what disciplined, cannabis-specific finance does for operators.

Retail

Restructured entity setup for a fast-scaling retailer, saving $1.2M in Year 1 tax liabilities.

Cultivation

Implemented strict cost accounting for a cultivator, increasing legal deductions by 40%.

M&A

Delivered a pristine data room in 45 days, closing a deal above the valuation target.

Vertical MSO

Stood up board reporting and unit economics that unlocked a Series B raise.

Audit

Defended a manufacturer's COGS allocations through a federal exam with zero disallowance.

Delivery

A 13-week cash model pulled a delivery operator out of a payroll crunch within a quarter.

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